Skills for “crm”

Publishes the Carta CRM Home as a live artifact — a standalone page, at a stable URL, showing pipeline by stage, recent deals and contacts, object counts, latest notes and this week's meetings. The page reads the CRM…

Use to build a Wave Recipe, deploy a CRM Analytics dataset or dashboard, or author the full CRMA asset stack — apps, Wave Recipes (.wdpr), datasets, and dashboards — against a connected Salesforce org via REST and…

Pushes Hunter leads to a connected CRM (e.g. HubSpot, Salesforce, Pipedrive). Use when the user wants to sync leads to their CRM, export contacts to HubSpot/Salesforce, or send a list to their connected sales tool.

…on HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai - create, update, or delete Salesforce records; create or update GoHighLevel contacts and create GoHighLevel…

Report, rank, compare, and trend crm performance across HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai. Use when the user asks about contacts, companies, deals and…

Interactive ~5-minute walkthrough of the Carta CRM plugin. Covers plugin overview, setup verification, how to kick off each skill, and a demo walkthrough of 4 realistic CRM scenarios. Trigger phrases: "carta crm…

Manage the sales CRM in ActiveCampaign — deals, pipelines, stages, deal notes, owner assignment, and custom objects. Use when the user wants to create or update deals, build or reorganize a pipeline, move deals between…

Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required. Use when someone says "set up an automation", "automate this", "when a deal is won notify…

Renders the Carta CRM Home: a landing view with pipeline by stage, recent contacts, deals, object counts, latest notes, this week's meetings, and a directory of the prompts the plugin supports. Use this skill when the…

Build a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. Use when someone says "set up my CRM", "build me a CRM", "create CRM boards for me", "I need a…

Check your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a report, or fix data in bulk (phone formats, missing emails,…

Adds one or more investor records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add an investor", "/add-investor", "add investor to Carta CRM", "create investor record",…

Creates one or more deal records in the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a deal", "create a deal", "log a deal", "add deal to CRM", "add deal to Carta CRM", or…

Adds one or more company records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a company", "create company record", "add company to CRM", "add company to Carta CRM",…

Adds one or more contact records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a contact", "create a contact record", "add contact to CRM", "save a contact", "upload…

…use carta-cap-table's carta-captable-home-build; for a CRM home use carta-crm's…

Adds a note to a deal in the Carta CRM via the Carta CRM MCP Server; notes are stored as comments on the deal record. Use this skill when the user says things like "add a note", "log a note", "add note to a deal", "add…

Adds one or more fundraising records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a fundraising", "create a fundraising", "log a fundraising round", "add fundraising…

…use carta-investors' carta-home-build instead; for a CRM home of pipeline, deals and contacts, use carta-crm's…